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GMO: An Allocation Only A Mother Could Love

FYI: GMO’s Jeremy Grantham and Lucas White came out with a report entitled An Investment Only a Mother Could Love this past week laying out the prospects for natural resource equities. Here’s the executive summary of their findings and thoughts.
Regards,
Ted
http://awealthofcommonsense.com/2016/09/an-allocation-only-a-mother-could-love/

GMO Website:
(An Investment Allocation Only A Mother Could Love: The Case For Natural Resource Equities)
https://www.gmo.com/docs/default-source/research-and-commentary/strategies/equities/global-equities/an-investment-only-a-mother-could-love-the-case-for-natural-resource-equities.pdf?sfvrsn=3

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